Pettinga Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Evansville, IN. Its latest Form ADV filing, dated April 29, 2026, reports $1.3B in regulatory assets under management, 11 employees, 1 office, and 2,267 accounts.
Assets Under Management
$1.3B
Employees
11
Offices
1 office
Total Clients
712
Primary office
EVANSVILLE, IN
215 NW MARTIN LUTHER KING JR BLVD, EVANSVILLE, IN, United States
Top client segmentIndividuals represent 57.7% of total clients.
Top client categories% of clientsClients
1
Individuals
57.7%
411
2
HNWI
36.1%
257
3
Corporations
3.1%
22
4
Charitable
1.8%
13
5
Pension Plans
1.3%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of April 29, 2026
Discretionary98.1%
$1.3B
98% of total RAUM98.1%
Non-discretionary1.9%
$25M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts2,267
10Y AUM Change+$596M (+87.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee65:1
10Y Employee Change+4 (+57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.